BRN Discussion Ongoing

[Fullmoonfever]

BeEmotion (Nviso).

I had been wondering about BRN / BeEmotion given the brand change etc and if still well engaged.

Just watched a couple of investment (raises) videos / webinars put out by Birchal with the BeEmotion team from a month ago.

They are like 50+ mins each but extremely well worth the time to pick some little potential nuggets out of.

There is the usual waffle, so to speak, but the outlines of what they have been doing, some engagement hints etc are quite interesting if you really want to hunt for dots

They appear to have a JV with Maaind if I read it right on one their slides and the BeEmotion CEO advised that whilst they have NDAs (who doesn't these days ) their JV partner has "some" of their own partners on their website that might give some "clues". Presuming it is Maaind but could be wrong.

Maaind | Mood-based Personalization with AI

Maaind is a leading neuroscience and AI company, creating an emotional intelligence layer that enables products and services to adapt to the user's emotions and stress levels in real-time, making experiences much more personalized and engaging.

www.maaind.com

About the 32.30 min mark on first vid if wanted to skip to. Interesting comment re a German(? Sound not that clear on ph) auto manufacturer demo (with BRN - MB or is it a diff one on their JV partner website - see if you spot it haha) and mentioned their joint demo at our booth this year. Quick to outline they are agnostic and have other relationships too, understandable, and it is primarily the customer deciding the final set up so to speak.



This next vid contains a lot more outline on current (Panasonic, Pain check) and potential upcoming relationships, Aus Defence, SLM v LLM, their mkt plans etc.

Very edge, on device, privacy, latency focused.



Their new BeEmotion website has the video of the in cabin demo though is edited (imo) of the original Nviso / BRN video.

Website with short version.

Discovery AI | Explore Intelligent Solutions Today — BeEmotion

Discover BeEmotion's Discovery AI, delivering adaptive, real-time behavioral insights for Smart Mobility, Living, and Health applications. Contact us for custom AI solutions.

www.beemotion.ai

Gonna take a punt and say that Tata Elxsi and BeEmotion would near top of my list for take ups next 6 - 12 mths.

 

[MrNick]

NaNose join the NVIDIA Inception Program.

 

[Bravo]

Thanks for sharing FMF!

Some interesting comments from Tata Technologies CEO, Warren Harris, here in an article published November 2023.

Tata Tech could explore opportunities in high-tech, medical equipment soon, says CEO Warren Harris​

"India will be the engineering, research, and development hub for the global manufacturing company," says Warren Harris, Chief Executive Officer and MD of Tata Technologies Ltd.

In an exclusive conversation with ETMarkets, Tata Technologies CEO Warren Harris opened up about the company's future plans, Tata Tech's IPO, and the Indian market. Harris said that although Tata Technologies' focus will remain the same, the company could explore opportunities in high-tech and medical equipment in the future. Calling India an "increasingly important market", he added that it could follow in the footsteps of the IT industry when it comes to manufacturing.

Over 30% of Tata Technologies' revenue comes from India. It is quite a huge chunk. Where do you see the company in the next five years when it comes to India? What growth potential do you see in India?
We are an Indian company. We are very proud of our position in India. We believe India will follow the trajectory that the IT services industry has undertaken over the last 30 years. We firmly believe that because of the demographic advantage, and India's credentials in and around delivering professional services at scale, India will be the engineering, research, and development (ERND) hub for the global manufacturing company. We think India will deliver services to different parts of the world... so we are investing in people and, we are investing in the customers as well.

When it comes to aerospace, the group has invested in Air India and procured over $100 billion in aircraft. As far as global aerospace markets are concerned, India's significant influence will provide us with headwinds. The number of aircraft will double in the next 20 years, and much of the demand is going to come from India. India is not only going to be a source of resources and skills but it's going to be an increasingly important market going forward."

About 80% of the solutions that the company provides are for professional services and the remaining 20% is the technology business. Tata Tech is already into automotive, aerospace and heavy industry machinery. What other sectors Tata Technologies aims to focus on when it comes to expansion plans? Will the focus remain the same?

The focus will remain the same. We are first and foremost a professional services company and that's where we are primarily focused on investing & growing. In terms of industry focus, we think there is more than enough opportunity in automotive, aerospace, transport & construction heavy machinery. In automotive, farm, highway construction, and mining equipment (opportunity) is there - (as) typically that industry follows the automotive sector and so we have started to see a demand curve in the automotive industry. But we do see associating opportunities in hi-tech and medical equipment. We are working closely with chip manufacturers as well to deliver software-defined vehicle solutions to customers. The relationships and partnerships will provide us with opportunities in other verticals that we will look at seriously in the future."

Tata Tech could explore opportunities in high-tech, medical equipment soon, says CEO Warren Harris

We are first and foremost a professional services company and that's where we are primarily focused on investing & growing. In terms of industry focus, we think there is more than enough opportunity in automotive, aerospace, transport & construction heavy machinery. In automotive, farm, highway...

economictimes.indiatimes.com

Here's a snippet from an interview with Tata Technologies CEO, Warren Harris, discussing their joint venture with BMW. Tata Tech and BMW to hold 50% stake in the JV which includes delivering software-defined vehicle solutions for BMW.


(2.17 mins)

"Our proposition to BMW was also reinforced by other group companies and specifically companies like Tata Elxsi."

 

[Esq.111]

Good Morning Chippers ,

Got that feeling today ...... may see a little positive action.

Regards ,
Esq.

 

[manny100]

Here's a snippet from an interview with Tata Technologies CEO, Warren Harris, discussing their joint venture with BMW. Tata Tech and BMW to hold 50% stake in the JV which includes delivering software-defined vehicle solutions for BMW.


(2.17 mins)

"Our proposition to BMW was also reinforced by other group companies and specifically companies like Tata Elxsi."

Tata Elxsi AI Accelerated Engineering Solutions

Discover Tata Elxsi's AI solutions designed to fast-track your engineering requirements, enhance product capabilities, and transform business processes for impactful outcomes.

www.tataelxsi.com

TATA views and aspirations regarding AI.

 

[rayzor]

Hi Chippers,
For all the techos.

Article in Market insights 7-14 July 2024 - Simply Wall Street

DYOR

Logic Chips Logic chips, or processors, are the brains within electronic devices and computing systems. These are the integrated circuits (ICs) that process information and control other components. The largest 10 microprocessor companies accounted for more than half of all revenue amongst chipmakers in 2023. There are many types of processors, with the most common being: Central processing units (CPUs) are the ‘brains’ in PCs, mobile phones and servers. They are also the brains in the growing list of smart devices. These chips include the CPUs designed and sold by Intel and AMD. Graphic processing units (GPUs) were originally developed to speed up image rendering. They do this by executing instructions in parallel rather than in series. Whether by luck or design, it turned out that GPUs are also great at processing large amounts of data - making them ideal for running AI models, amongst other tasks. Nvidia became the leader in the GPU space in the 1990s, which set it up for its current success. Digital signal processing units act as the interface between the real world and the digital world. The processors are essential to communication and networking. Data processing units combine CPUs or GPUs and networking components to ensure that data travels quickly and securely across a network. Microcontrollers (MCUs) are less powerful chips that can be pre-programmed to control devices. They are relatively cheap and use very little power. MCUs are used to control home appliances, vehicles and industrial machines. The table below shows some of the most well known examples, where they're located, their market cap, their 2023 revenues and what they primarily sell. CPU, GPU and Microcontrollers Moore’s Law and Process Nodes We’ll cover the manufacturing process in more detail in a future newsletter, but the topic of transistor density is worth a mention here. In 1962, one of the earliest integrated circuits contained 16 transistors. By 1964, a 120 transistor chip was commercially produced. This led Gordon Moore, one of the founders of Intel, to predict that the number of transistors on a chip would double every year for at least a decade. This became known as Moore's law and ultimately held true for at least five decades. Apple’s M2 chip contains 134 billion transistors, while Micron’s latest NAND module contains 5.3 trillion transistors. Increasing the transistor density of chips does three things: More transistors means more processing power per mm2 Smaller components use less power, so efficiency increases Small chips make PCs and smart devices possible Process nodes describe the scale at which chips are manufactured. The node size originally referred to the actual size of IC components in micrometers (μm) and then nanometers (nm). In 1970 the node size was around 20μm, or 20,000nm. The latest process nodes in production are 3nm or 0.015% of that size - except that isn’t quite accurate. Nowadays, process nodes are more of a marketing term and aren’t necessarily comparable between different foundries and chipmakers. The competition between the leading chipmakers takes place within the smallest process nodes, and is now approaching ‘1nm’. These chips are the most powerful and efficient, but, as you might expect, they’re also the most expensive. This doesn’t mean there isn't a place for chips based on older technologies and higher nodes. PCs and phones based on 14nm nodes are still common. Many of the microcontrollers used today are based on a 40nm process - which makes them very affordable. Is Moore’s law dead? Some say yes, while others disagree. Regardless, current process nodes are close to the limit: 1nm is the size of 5 silicon atoms! Going beyond that will require new material or a new approach. Mobile Processors and 5G Interestingly, most of the world's CPUs aren’t actually designed or sold by Intel and AMD. The processors in nearly every mobile phone sold today are based on IP licensed by Arm Holdings. These chips are manufactured and sold by numerous companies, including Apple. Mobile Processor Market Share - Counterpoint research Processors based on ARM’s architecture have low power consumption and heat generation, which makes them ideal for battery-powered devices. ARM chips are also making their way into more PCs and servers, and are winning market share away from Intel and AMD’s x86 CPUs. Microsoft recently announced a range of AI PCs that use Qualcomm’s ARM-based SnapDragon X processors. Qualcomm also licenses its technology to the entire mobile industry. The company developed the original 2G standard, which was adopted by the industry. Over the years this has evolved to the current 5G standard, and Qualcomm owns the patents to most of the technology. Communication and Networking Chips Every time you interact with the internet, data is travelling across the globe, via switches, data centres and servers - and then back to your PC or phone. All of this happens in seconds thanks to the chips and equipment made by a handful of companies. Broadcom is the leader in this field - which has also made it a leader in the current AI boom. Data centers don’t just need incredibly powerful GPUs to train AI models - they also need the infrastructure to tie it all together. This has created a massive opportunity for Broadcom and the other chipmakers that specialize in networking and infrastructure solutions. Just like the earlier table, here are some examples of communication and networking chip companies with their leading products, market caps and revenues. Communication and Networking Chipmakers The full article covers AI Accelerators, Neural Processing Units (NPU), and Tensor Processing Units (TPU)

The Insight: Taking the Long-Term View vs Playing the Cycle Given the fact that the semiconductor industry is cyclical, you may be wondering whether it’s worth owning chip stocks for the long term - or trying to time the cycles. We’re fans of long-term investing - but that doesn’t mean there’s never a time to sell or reduce exposure to an investment. Well-positioned semiconductor companies can create value over long periods - but investing at the right time certainly helps. If you invested in the leading chip stocks at the 2000 high you would have been underwater for quite a while - and in the case of Intel, you would still be in the red! Remember, no company, no matter how good, is worth an infinite price. Therefore, being good at estimating the value of a business is one of the keys to increasing your chances of investing success (along with having a good temperament). To get some perspective on a company’s current share price, it’s crucial to try and estimate its value (or view somebody else’s valuation), because: This will give you an idea of whether the stock is potentially overvalued or undervalued, and You’ll understand what fundamental developments would need to occur for this estimated valuation, and today’s price, to make sense. That’s where our narrative tool comes in. This tool is accessible when setting a Fair Value on any stock in your watchlist or portfolio, and it allows you to use the Future PE multiple approach to estimate the value of the stock. With this approach, you are estimating the price you think the market will pay for the stock at some point in the future. This Nvidia investment narrative from an SWS analyst is a great example, based on a five-year time horizon with a fair value estimate based on a P/E exit multiple. There are six components to this estimate: The time horizon (3, 5 or 10 years) The average annual revenue growth rate for that period The expected profit margin at the end of that period The expected P/E ratio at the end of that period The estimated number of shares outstanding at the end of the period The discount rate Nvidia Fair Value Estimate - P/E exit multiple approach - Simply Wall St The estimate above is based on a revenue growth rate of 21.6%, a profit margin of 40% and a future P/E ratio of 60x. Based on those assumptions, the fair value estimate is $137 implying that the share is undervalued by 7%. But of course, you may not agree with those assumptions - and we encourage you to experiment with your own estimates! This other SWS analyst has their own narrative on Nvidia, and they have a very different opinion and assumptions! For stocks you’re interested in, play around with possible revenue growth rates, profit margins and future PE multiples to see what fair values might make sense based on what you think is likely. Then write down your narrative that explains what catalysts will get it there, what assumptions your making and what risks could derail your narrative. Next week we will look at analog chips and the crucial ingredient for long-term returns: capital allocation.

 

[Pom down under]

 

[MrNick]

View attachment 66580

Account Suspended

 

[Yoda]

Account Suspended

That article appears to be from March 2021.

 

[MrNick]

That article appears to be from March 2021.

Indeed, and, as NaNose recently announced their inclusion with NVIDIA I thought it relevant to remind those who may not be aware that we were once connected with their research. If that's not the case anymore then please update us. Otherwise, knowledge is always useful however it's used.

 

[toasty]

Indeed, and, as NaNose recently announced their inclusion with NVIDIA I thought it relevant to remind those who may not be aware that we were once connected with their research. If that's not the case anymore then please update us. Otherwise, knowledge is always useful however it's used.

Or could it be that NaNose are accessing our IP through Nvidia.....God I hope so...............

 

[Wags]

I had been wondering about BRN / BeEmotion given the brand change etc and if still well engaged.

Hi FMF,
Nvisio has been maintained as an "enablement partner" on the Brn website, which has recently been updated to BeEmotion.
Not sure when it was updated though.
cheers

 

[IloveLamp]

Or could it be that NaNose are accessing our IP through Nvidia.....God I hope so...............

Personally I'd be very surprised if this wasn't the case.

Rob Telson made a point of saying NVIDIA is seen as more of a partner than competitor in the past.

BRN staff have been liking NVIDIA posts on LinkedIn and vice versa the past 2 years +.

Also, NVIDIA is a megachips customer i believe? (Nintendo certainly is, and i believe Nvidia is the usual chip in the switch)

Imo dyor

 

[Xray1]

Personally I'd be very surprised if this wasn't the case.

Rob Telson made a point of saying NVIDIA is seen as more of a partner than competitor in the past.

BRN staff have been liking NVIDIA posts on LinkedIn and vice versa the past 2 years +.

Also, NVIDIA is a big megachips customer i believe?

Imo dyor

MegaChips is in Japan ...... where did Sean H visit after the AGM ???

 

[MadMayHam | 合氣道]

In the interest of discussion about the company, I have been doing a lot of thinking lately.

I think John Chen (ex-CEO of Blackberry) would be a good candidate for BRN CEO. He's turned around Sybase from a loss making company to a $6B company at acquisition, though his record with Blackberry (before his recent retirement) was not stellar, he did right the hulking ship and pivoted the company away from handsets into IoT and security software. I wonder if he would consider coming out of retirement to try and commercialise the world-changing technology of a small neuromorphic tech firm?

 

[Bravo]

Or could it be that NaNose are accessing our IP through Nvidia.....God I hope so...............

If this article from Nov 2023 is to believed, it seems that the Nanose/Sniff Phone device is still going to be a few years away - some 4-6 years according to this report. It looks like in the interim, issues regarding accuracy will need to be addressed.

However, now that NVIDIA are involved I imagine that this time-frame could be significantly reduced.

It also mentions the device will be commercialised through a spin-off company.

Sniff-phone: The electric nose​

Nadine Lewit
·
Follow
6 min read
·
Nov 18, 2023
https://medium.com/m/signin?actionUrl=https://medium.com/_/vote/p/29fc3b5228fb&operation=register&redirect=https://medium.com/@nadine.lewit/sniff-phone-la-nariz-el%C3%A9ctrica-29fc3b5228fb&user=Nadine+Lewit&userId=4ac043a94deb&source=-----29fc3b5228fb---------------------clap_footer-----------
1

Known to be the latest low-cost nanotechnology diagnostic tool, the Sniff-phone is a project that represents a new concept with great potential, starting in February 2015 and ending in February 2019, proposed by Professor Hossam Haick at the Technion-Israel Institute of Technology. It is a small device capable of identifying stomach cancer, also known as gastric cancer. To use it, the patient will sniff into the mouth of the device and the information will be collected, which will be received and evaluated through a mobile application. This noninvasive method offers instant results and could revolutionize the way cancer will be detected in the future.

How does it work?​

The user holds the device in front of their mouth and exhales to generate a breath sample. A miniaturized array of highly sensitive nanomaterial-based chemical sensors measure the VOCs (volatile organic compounds) in exhaled breath generated by cancerous tumors. The results are stored and preprocessed using microfluidics and miniature electronics integrated into a chip. The deduction obtained by the Sniff-phone is sent via Bluetooth to the mobile phone that has the respective application downloaded, in order to proceed with the interpretation and evaluation of the results. From the cell phone, it is sent to a specific cloud platform, that is, an external server, where it is analyzed by medical personnel. If the existence of cancer is detected, an alert is sent to the patient's doctor.
Another interesting fact is that there are promising signs from clinical studies that claim that the project could not only detect advanced gastric cancers, but also various types of cancers and precancerous symptoms in patients, thus being a great revolution for the world of medicine.
Professor Hossam Haick and his presentation of the Sniff-phone:

Advantages​

The Sniff-Phone detection method offers several advantages. Dr. Kari Antila from the Technical Research Centre of Finland (VTT), who is associated with the project, says in a news item published on the website of the online newspaper “The London Economic”:

New smartphone app tells people if they have cancer - by 'smelling' their breath​

The 'Sniffphone' analyses gases in the mouth using a breathalyser that is attached to the phone​

www.thelondoneconomic.com

“The device is comfortable, painless and easy to use. It is also a simple, fast and cost-effective alternative to detecting gastric cancers.”

The app that is used with the device is also very convenient for the user, due to its effectiveness and its strong focus on the user. Additionally, this medical device has the characteristic of providing non-invasive, fast and inexpensive disease detection. In addition, it does not require a high level of maintenance and is compatible with both iOS and Android, which makes this app the perfect complement to the device.

Disadvantages​

In a validation study of the project, 274 patients were analyzed: 94 with gastric cancer, 67 with high-risk cancer, and 113 controls who were not insured against the disease. The first conclusion of the study was the high probability of obtaining more accurate results for those high-risk patients, compared to patients in the other two groups mentioned. With this information, we can conclude that, even though it is cheap, easy to use, and low maintenance, the most important thing for a device of this type is its precision and if it is not able to detect gastric cancer 100% of the time, in my opinion, it would be fruitless and useless. Many considered it “the ideal detection tool,” however, in my opinion, it is a promising product but it needs to be precise to show a real change in the field of medicine.

Awards​

As I mentioned, this is an extremely revolutionary device that, with the necessary adjustments, could become one of the biggest innovations in recent years in the world of medicine, it was to be expected that it would receive some recognition from external entities. This is partly due to the great team they have and the level of distribution they have. For this and much more, the Sniff-phone received the 2018 Innovation Award from the European Commission for the Most Innovative Project in November of last year.

Future plan​

Regarding the distribution of the product in question, Dr. Antila maintains that:

“The next step of the project is to seek funding for this innovative method of cancer detection. The device will be commercialized through a spin-off company.”

With the aim of contributing to scientific work dealing with different types of cancer and their treatments, this project will be financed with European funds, as it is part of the EU's Horizon 2020 funding programme, made up of nine partners from all over Europe. In addition, the team in charge of this project plans to expand its horizons towards other types of cancer, beyond the gastric cancer mentioned above. It is estimated that it will be marketed within four to six years, but not before ensuring that the device has accurate and precise results, accompanied by a low cost, comfort and ease of use.

Distribution​

Speaking more specifically about its distribution, we should mention that a research consortium headed by Professor Hossam Haick received a grant of six million Euros from the European Commission to develop the product. This consortium is composed of Siemens, universities and research institutes from Germany, Austria, Finland, Ireland and Latvia, and the Israeli company NanoVation-GS Israel. We can see that this product is undergoing a process of increasing popularity throughout Europe. It will not be long before it becomes a world-renowned product, and when that time comes, the world will learn about the immense technological advances and the great changes that our society is undergoing.

Conclusion​

This little device is not only excellent and gives promising results, but it also shows potential to detect other malignant and non-malignant diseases. Even successful results have been shown in patients with lung cancer, however, this still requires a lot of work and research by the Sniff-phone team. It is a project that gives hope to anyone who hears about it and inquires. Cancer has been a disease that has plagued human beings since 3000 BC, when the Egyptians documented the first case. We are used to being afraid of this disease and even panicking. However, by informing ourselves and knowing that, just like the Sniff-phone, there are hundreds of little-known but promising projects that reduce the worries of many. An advance of this type demonstrates the capacity of human beings to detect diseases of this type early in asymptomatic and oligosymptomatic patients, saving lives and reassuring those who fear this disease. This is only the beginning of a technological era that is favorable for many. More projects of this kind will come to light, not only in the field of medicine, and will change the way of seeing, thinking and interacting of an entire society.

Sniff-phone: La nariz eléctrica

Conocida por ser la última herramienta de diagnóstico nanotecnológica, el Sniff-Phone es un aparato capaz de identificar cáncer gastrico.

medium.com

 

[Bravo]

In the interest of discussion about the company, I have been doing a lot of thinking lately.

I think John Chen (ex-CEO of Blackberry) would be a good candidate for BRN CEO. He's turned around Sybase from a loss making company to a $6B company at acquisition, though his record with Blackberry (before his recent retirement) was not stellar, he did right the hulking ship and pivoted the company away from handsets into IoT and security software. I wonder if he would consider coming out of retirement to try and commercialise the world-changing technology of a small neuromorphic tech firm?

So we ask someone who wants to retire to come back to work in the same role as someone who doesn't want to retire?

Let me think about that for a minute...

 

[Pom down under]

In the interest of discussion about the company, I have been doing a lot of thinking lately.

I think John Chen (ex-CEO of Blackberry) would be a good candidate for BRN CEO. He's turned around Sybase from a loss making company to a $6B company at acquisition, though his record with Blackberry (before his recent retirement) was not stellar, he did right the hulking ship and pivoted the company away from handsets into IoT and security software. I wonder if he would consider coming out of retirement to try and commercialise the world-changing technology of a small neuromorphic tech firm?

 

[Smoothsailing]

In the interest of discussion about the company, I have been doing a lot of thinking lately.

I think John Chen (ex-CEO of Blackberry) would be a good candidate for BRN CEO. He's turned around Sybase from a loss making company to a $6B company at acquisition, though his record with Blackberry (before his recent retirement) was not stellar, he did right the hulking ship and pivoted the company away from handsets into IoT and security software. I wonder if he would consider coming out of retirement to try and commercialise the world-changing technology of a small neuromorphic tech firm?

Sean is and will get the job dun 100%

 

[Dallas]

https://x.com/ElectronicsNews/status/1812771086372585964?t=MstEOnRvkR55erphm3SsmQ&s=19Earth observation

An Bord sollen laut der Raumfahrtbehörde sechs KI-Anwendungen laufen, die Bilder in Karten umwandeln, Wolken in den Bildern erkennen, diese klassifizieren und Einblicke in die Wolkenverteilung geben. Neben der Bildkomprimierung und -rekonstruktion an Bord soll das System auch Schiffe erkennen und klassifizieren, Anomalien in Meeresökosystemen erkennen und Waldbrände erkennen.

Diskussion • Brainchip Klassengruppe • User 7FÜR7., 15.07.2024 11:58 Uhr

Brainchip Klassengruppe - 7FÜR7. schreibt: Ist das eher allgemein oder steht da was über akida? (Habs nicht gelesen) - Aktuellster Kommentar zur Diskussion.

www.boersennews.de